Kimberley Sare
Chartered Financial Planner @Guided Financial
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WORK HISTORY
Chartered Financial Planner @Guided Financial
City Of Bristol, GB
I provide bespoke financial advice to clients going through pivotal life experiences and guide them towards financial freedom. Pivotal experiences such as divorce, bereavement, raising a family, running or selling a business and retirement planning. A brand for people who are conscious that Life is Short and really want to live it, with purpose, positivity and authenticity. Tackling big challenges, promoting personal growth and guiding my clients towards your own version of financial freedom.
EDUCATION
Chartered Insurance Institute
Pensions update (R08) and Advanced Diploma in Pension Planning (AF3), Pension Planning
Chartered Insurance Institute
FPFS, Fellow of the Personal Finance Society
Chartered Insurance Institute
APFS, Advanced Diploma in Financial Planning
Chartered Insurance Institute
DipPFS, Diploma in Financial Planning
Swansea University / Prifysgol Abertawe
1st Class, Law
Society of Trust and Estate Practitioners
Diploma in Trust and Estates - England and Wales, Trust and Estate Management
Chartered Insurance Institute
CertPFS, Certificate in Financial Planning
ABOUT KIMBERLEY SARE
There’s a line in ‘Everybody Wears Sunscreen’ by Baz Luhrmann that says “The real…
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